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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,102,095 | $217,432+406.9% | $185,849+493.0% | $167,536+557.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.58% | 148.42%-142.8pp | 122.10%-116.5pp | 478.82%-473.2pp |
| Employer contribution / active EE | $18,043 | $5,875+207.1% | $5,169+249.1% | $4,839+272.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,783 | $19,818-86.0% | $16,244-82.9% | $12,315-77.4% |